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Created By Elinor Howell
RequesterI'd like to be able to create Forms files from my existing Skyslope Transaction files. Maybe this is a TC-only problem, where agents create paperwork outside of Forms and once we have control of the file we start using Forms, but it would be great if we didn't have to duplicate the work of inputting clients and property info, once into Skyslope to create a file for broker approval, and then again when we need additional paperwork for that file. As you can see from the pictures below, the file exists in Skyslope, and Digisign can find it to return the documents to that file once signed, but we have to start over in Forms. Seems like a needless step. Thanks.
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SkySlope Support posted about 1 month ago Admin
Created By Prod Squad
AgentHi Elinor!
Charleigh from the Product Team here at SkySlope. Thank you for reaching out and providing us with this feedback! I have documented for our product management team's review. As a workaround in the interim, you could start a file in Forms prior to making the file in SkySlope Transaction Management to make the connection.
Thanks again and have a great day!
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